Trust & Estates

Estate & Family Business

Trust Tax Returns

Estate Income Tax Returns

Foundation Tax Returns

Gift Splitting & Planning Techniques

Owner Succession

Trust & Estates

You’ve reached a point in life where you have worked hard to accumulate your wealth, and now you want to protect your assets, and minimize gift and estate taxes to ensure the most for your legacy. With the guidance and expertise of Elek & Noss CPAs, we will help you develop a plan to manage and distribute your wealth as you wish through various gift splitting and planning techniques.

We maintain a constant watch over new or proposed legislation that may affect your estate plan. We are adept in responding quickly with recommendations that will best serve your goals and needs, while making for a smooth transition for your family.